Why Google Broadband Finally Makes Sense

Yesterday Google declared it was getting in to the broadband market. As Chris Dixon pointed out, this was about the fourth time. What’s different this time and are they really going to do it? I don’t think the timing of their announcement is coincidental. Recently there have been significant developments with respect to the technology […]

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The Ultimate Killer App – Mobility

Since the web began people have been talking about the next “killer app”. This refers to new / innovative user experiences (usually which didn’t exist in the non-web world). For example, Skype video calling has been referred to as a killer app. A lot of killer apps suffer when the user is stationary or tied […]

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Apple the Platform Company

Over the past 10 years, systems companies have trended away from chip development for two simple reasons: 1) design and fabrication costs – too expensive unless amortized across huge volumes 2) semiconductors are a saturated market (lots of “merchant” chip players fighting for business). In 2007 we saw an example of this play out in […]

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The Fat Dumb Pipe – Why Comcast Needs NBC

To understand Comcast’s motivations for acquiring NBC, we need to understand the economics of the traditional TV model, along with how internet-delivered video is disrupting the cable companies’ incumbency advantage. The term “pipe” refers to the cable running into your house – think of it as a water pipe, only carrying television and broadband internet. […]

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Why Intel is Sinking in Mobile (w/ Microsoft)

A lot is made of Microsoft’s failures in the mobile market (and for good reason). Equally interesting – but discussed much less – is how the mobile computing revolution is disrupting Intel. I previously discussed how processing chips designed for mobile and PCs are converging. This can be proven simply by looking at Apple’s new […]

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The Real Reason Apple Hates Flash (Google)

Adobe’s Flash is a big deal – it powers animated display ads (the Toyota ad with the wheels spinning) and it’s also the technology that enables YouTube and Hulu videos. Despite Flash’s proliferation on the web, Steve Jobs has stopped it from running on the iPhone and iPod Touch (and iPad). Publicly he’s berated it […]

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Education Meets Mobile

I love teaching and coaching, and occasionally I teach the GMAT to prospective b-schoolers. Recently I went into the iTunes app store to check whether any GMAT specific apps existed. Here’s what I found: About 30 GMAT apps – most sketchy. A few free, most sub $5, one for $20 Only reputable company is Veritas. […]

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Google Android’s Failings

I absolutely love Google, but for the reasons I outlined here, Android is going to have tremendous trouble in replicating the success that Windows / PCs experienced in the 1980s and 90s. People like to blindly claim that because Android is “open”, it’s certain to follow in the footsteps of Windows & PCs, upending Apple’s […]

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Mobile Computing and Parallel Processing Convergence

Near the turn of the century, Intel predicted they would be running processors at 15 – 20 GHz by 2010. This prediction never held, and today Intel is selling multi-core processors, with each individual core operating around 1 – 2 GHz. It’s worth noting that these speeds were achieved on single-core processors over 10 years […]

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Jailbreaking Apple Products

Sometimes when I extol the virtues of my iPhone to friends, I forget that I am one of the minority that is using the phone in non-standard fashion. I get around Apple’s closed policies by “jailbreaking” my iPhone.  I didn’t do this off the bat when I got a 3G last year.  At the time […]

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